BCV
SCHW

Banque Cantonale Vaudoise’s Charles Schwab SCHW Stock Holding History

Banque Cantonale Vaudoise’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.42K Buy
26,197
+2,083
+9% +$190K ﹤0.01% 328
2026
Q1 		$2.27M Buy
24,114
+6,067
+34% +$595K 0.09% 221
2025
Q4 		$1.8M Sell
18,047
-2,506
-12% -$238K 0.06% 282
2025
Q3 		$1.96M Sell
20,553
-925
-4% -$87.8K 0.07% 260
2025
Q2 		$1.96M Buy
21,478
+1,359
+7% +$114K 0.08% 240
2025
Q1 		$1.58M Buy
+20,119
New +$1.58M 0.07% 278
2024
Q3 		$367K Sell
5,662
-41,260
-88% -$2.71M 0.02% 421
2024
Q2 		$3.46M Sell
46,922
-6,929
-13% -$512K 0.14% 145
2024
Q1 		$3.9M Sell
53,851
-8,607
-14% -$567K 0.15% 139
2023
Q4 		$4.3M Sell
62,458
-17,046
-21% -$984K 0.19% 105
2023
Q3 		$4.37M Sell
79,504
-1,771
-2% -$107K 0.22% 81
2023
Q2 		$4.61M Sell
81,275
-7,837
-9% -$410K 0.21% 88
2023
Q1 		$4.67M Buy
89,112
+29,677
+50% +$2.17M 0.23% 91
2022
Q4 		$4.95M Sell
59,435
-1,853
-3% -$144K 0.26% 81
2022
Q3 		$4.41M Sell
61,288
-517
-0.8% -$35.9K 0.25% 73
2022
Q2 		$3.9M Sell
61,805
-10,644
-15% -$734K 0.2% 92
2022
Q1 		$6.11M Buy
72,449
+7,427
+11% +$653K 0.26% 71
2021
Q4 		$5.47M Sell
65,022
-16,798
-21% -$1.36M 0.21% 92
2021
Q3 		$5.96M Sell
81,820
-24,958
-23% -$1.78M 0.26% 72
2021
Q2 		$7.77M Buy
106,778
+33,412
+46% +$2.36M 0.35% 50
2021
Q1 		$4.78M Sell
73,366
-3,948
-5% -$239K 0.24% 84
2020
Q4 		$4.1M Buy
77,314
+8,091
+12% +$366K 0.23% 91
2020
Q3 		$2.51M Sell
69,223
-15,229
-18% -$530K 0.16% 125
2020
Q2 		$2.85M Sell
84,452
-4,800
-5% -$172K 0.21% 104
2020
Q1 		$3M Buy
89,252
+7,781
+10% +$327K 0.25% 77
2019
Q4 		$3.88M Buy
+81,471
New +$3.59M 0.27% 75

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Banque Cantonale Vaudoise's SCHW Position: Q2 2026 in Review

Banque Cantonale Vaudoise increased its Charles Schwab (SCHW) stake by 8.6% in Q2 2026, buying an estimated $190K and bringing the position to 26,197 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Banque Cantonale Vaudoise first reported a position in SCHW in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.77M in Q2 2021. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Banque Cantonale Vaudoise held 26,197 shares of Charles Schwab worth $2.42K as of Q2 2026.
  • Banque Cantonale Vaudoise bought 2,083 Charles Schwab shares in Q2 2026, an estimated $190K.
  • Charles Schwab made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q2 2026, its #328 holding.
  • Banque Cantonale Vaudoise first reported a position in Charles Schwab in Q4 2019 and has held it in 26 quarters since.
  • Banque Cantonale Vaudoise's Charles Schwab position peaked at $7.77M in Q2 2021.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.